Skip to main content
Perpetual Limited logo

Perpetual Limited — Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Open in API
Filings indexed 6,658 across all filing types
Latest filing 2026-03-15 Capital/Financing Update
Country AU Australia
Listing ASX PPT · 5 venues

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Sale of Wealth Management business 3 pages 291.5KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 16 March 2026 from Perpetual Limited regarding the sale of its Wealth Management business to Bain Capital. It details the transaction terms, conditions, timetable, and financial implications such as cash payments, earn-out, tax estimates, and use of proceeds. The document is a formal announcement of a significant corporate transaction, including regulatory approvals and restructuring plans. It does not contain financial statements, audit information, or detailed management discussion of financial results. It is not a full annual or interim report, nor a call transcript or governance document. The content fits the category of Capital/Financing Update (CAP) as it relates to a major financing and capital structure event (sale of a business unit). The document length (8874 characters) and detailed transaction information support this classification with high confidence.
2026-03-15 English
Form 8.3 - LondonMetric Property PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree during an M&A transaction. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the disclosure of positions and dealings, which fits the definition of a Major Shareholding Notification (MRQ) in the provided schema.
2026-03-13 English
Form 8.3 - International Personal Finance PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This document specifically details shareholdings and dealings by Perpetual Limited in International Personal Finance plc. While it relates to M&A activity, the specific nature of the document is a 'Major Shareholding Notification' (MRQ) as it reports the position and dealings of a significant shareholder in the context of a takeover.
2026-03-12 English
Form 8.3 - 1Spatial PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific document details a position disclosure and dealing report by Perpetual Limited regarding 1Spatial plc. Since this is a regulatory disclosure of shareholding/dealing activity related to a takeover situation and does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', it is classified as a Regulatory Filing (RNS).
2026-03-11 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more in a company involved in a takeover (LondonMetric Property plc). This type of disclosure is a specific regulatory requirement for major shareholders during M&A activity, and it is distributed via a Regulatory Information Service (RNS). Since it is a specific regulatory disclosure regarding shareholding thresholds and dealings, it falls under the 'Major Shareholding Notification' category.
2026-03-05 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific filing details the shareholding position and recent dealings of Perpetual Limited in NCC Group plc. Since this is a notification of a change in significant share ownership related to a takeover/offer scenario, it falls under the 'Major Shareholding Notification' category.
2026-03-04 English

Browse filings by year

25 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.